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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (9098)	3/20/2003 8:29:05 PM
From: Ian@SI	Respond to of 95531

It will be interesting to see what the market does to ESIO tomorrow... +++++++++++++++++++++++++++++++ * 18:51 ET Electro Scientific guides below consensus, restates results (ESIO) 15.17 -0.35: Co provides preliminary Q3 guidance of -$0.37 on sales of $34.7 mln. Including restructuring expenses, guidance rises to a loss of $0.27. (Multex consensus -$0.05 and $36.57 mln). Based on an ongoing accounting review, co plans restate results for the qtrs ended Aug 31 and Nov 30. Expects results for the 1st qtr to be restated to a loss of $0.04 vs previously reported net income of $0.01. 2nd qtr will be restated to a loss of $0.42 from a loss of $0.34.

To: Gottfried who wrote (9098)	3/21/2003 7:39:48 PM
From: Gottfried	Read Replies (2) \| Respond to of 95531

bpNDX rose 3 to 48% [ALTR RYAAY TEVA] Feb27 Feb28 Mar03 Mar04 Mar05 Mar06 Mar07 Mar10 Mar11 Mar12 Mar13 Mar14 Mar17 Mar18 Mar19 Mar20 Mar21 AAPL ADBE ALTR AAPL AMAT AAPL AAPL ADBE AMGN ADBE ADBE AMAT AMZN AMAT AMAT AMGN APOL AMGN AMGN AMZN BBBY AAPL AMZN AMZN APOL BMET ADBE APOL APOL BBBY BRCM AMGN BBBY BBBY BMET CHKP AMZN BMET BMET BRCM CHRW APOL BRCM BRCM CHKP CMCSA BBBY CHKP CHKP CHRW CTAS AAPL AAPL AAPL AAPL AAPL AAPL BMET CHRW CHRW CMCSA DISH ADBE ADBE ADBE ADBE AAPL ADBE AAPL AAPL ADBE BRCM CMCSA CMCSA CTAS EBAY AMGN AMGN AMGN AMGN ADBE AMGN ADBE AAPL ADBE AMGN CHKP CTAS CTAS DISH ERTS AMZN AMZN AMZN AMZN AMGN AMZN AMGN ADBE AAPL AMGN AMZN CHRW DISH DISH EBAY ESRX APCC APCC APCC APCC AMZN APCC AMZN AMGN ADBE AAPL AMZN APOL CMCSA EBAY EBAY ERTS EXPD APOL APOL APOL APOL APCC APOL APOL AMZN AMGN ADBE APOL BMET CTAS ERTS ERTS ESRX GENZ BMET BMET BMET BMET APOL BMET BMET APOL AMZN AMGN BMET BRCM DISH ESRX ESRX EXPD GILD CHRW CHRW CHRW CHRW BMET CHRW CHRW BMET APOL AMZN BRCM CHRW EBAY EXPD EXPD GENZ HSIC CMCSA CMCSA CMCSA CMCSA CHRW CMCSA CMCSA CHRW BMET APOL CHRW CMCSA ERTS GENZ GENZ GILD INTC CSCO CSCO CSCO CSCO CMCSA CSCO CSCO CMCSA CHRW BMET CMCSA DISH ESRX GILD GILD HSIC JDSU DISH DISH DISH DISH CSCO DISH DISH CSCO CMCSA CHRW DISH EBAY EXPD HSIC HSIC INTC JNPR EBAY EBAY EBAY EBAY DISH EBAY EBAY DISH CSCO CMCSA EBAY ERTS GENZ JDSU JDSU JDSU KLAC ESRX ESRX ESRX ESRX EBAY ERTS ERTS EBAY DISH DISH ERTS ESRX GILD JNPR JNPR JNPR LLTC EXPD EXPD EXPD EXPD ESRX ESRX ESRX ERTS EBAY EBAY ESRX EXPD HSIC KLAC KLAC KLAC MEDI FAST FAST FAST FAST EXPD EXPD EXPD ESRX ERTS ERTS EXPD GENZ JDSU LLTC LLTC LLTC MERQ GENZ GENZ GENZ GENZ GENZ GENZ GENZ EXPD ESRX ESRX GENZ GILD JNPR MEDI MEDI MEDI MSFT JDSU HSIC HSIC HSIC HSIC HSIC HSIC GENZ EXPD EXPD GILD HSIC KLAC MERQ MERQ MERQ MXIM JNPR JDSU JDSU JDSU JDSU JDSU JDSU HSIC GENZ GENZ HSIC JDSU LLTC MSFT MSFT MSFT NTAP MEDI JNPR JNPR JNPR JNPR JNPR JNPR JDSU HSIC HSIC JDSU JNPR MEDI MXIM MXIM MXIM NVDA MERQ MEDI MEDI MEDI MEDI MEDI MEDI JNPR JDSU JDSU JNPR LLTC MERQ NTAP NTAP NTAP ORCL MSFT MERQ MERQ MERQ MERQ MERQ MERQ MEDI JNPR JNPR LLTC MEDI MSFT NVDA NVDA NVDA PCAR NTAP MSFT MSFT MSFT MSFT MSFT MSFT MERQ MEDI MEDI MEDI MERQ MXIM ORCL ORCL ORCL PIXR NXTL NTAP NTAP NTAP NTAP NTAP NTAP MSFT MERQ MERQ MERQ MSFT NVDA PCAR PCAR PCAR PTEN ORCL NXTL NXTL NXTL NXTL NXTL NXTL NTAP MSFT MSFT MSFT NVDA ORCL PIXR PIXR PIXR RYAAY PCAR ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PCAR PTEN PTEN PTEN SANM PTEN PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PTEN SANM SANM SANM SBUX SANM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN SANM SBUX SBUX SBUX SEBL SBUX SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SEBL SEBL SEBL SNPS SEBL SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SNPS SNPS SNPS SSCC SSCC SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SSCC SSCC SSCC SSCC TEVA SYMC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO .